Codex and HubSpot

Connect Codex to HubSpot

Give your Codex agent access to HubSpot in Melso — 244 tools it can call while it works through a task.

Set it up in Melso

1In Melso, open Settings → Agent Apps and hit Connect on HubSpot.
2Finish the OAUTH2 / API_KEY sign-in in the window that opens. Melso stores the connection, not your credentials.
3Open your Codex agent, go to its Agent Apps tab, and allow HubSpot.
4Give the agent a task. It calls HubSpot itself when the work needs it.

Get Melso

What you get

What HubSpot gives your agent

The tools, permissions, and events HubSpot exposes — the same ones your agent can use once the app is authorized.

What you sign in with

HubSpot connects with OAUTH2 / API_KEY.

Client id
Client secret

Permissions

account-info.security.readaccountingcms.domains.readcms.domains.writecrm.exportcrm.importcrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.write

Tools HubSpot exposes

HUBSPOT_ADD_ASSET_ASSOCIATION

Add asset association

Associates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign.

HUBSPOT_ADD_TOKEN_TO_EVENT_TEMPLATE

Add token to event template

Adds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property if objectPropertyName is provided.

HUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONS

Archive batch of feedback submissions by id

Asynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views without being deleted.

HUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMS

Archive batch of line items by id

Archives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API.

HUBSPOT_ARCHIVE_BATCH_OF_OBJECTS

Archive batch of objects by id

Archives a batch of existing, non-archived CRM objects of a specified `objectType` by their IDs, effectively hiding them from active use.

HUBSPOT_ARCHIVE_BATCH_OF_PROPERTIES

Archive batch of properties

Archives a batch of properties by their internal names for a specified HubSpot CRM object type; this operation is idempotent and safe to retry.

HUBSPOT_ARCHIVE_BATCH_OF_QUOTES

Archive a batch of quotes by id

Archives a batch of existing quotes by their IDs, removing them from active views while keeping them accessible in your HubSpot account for viewing, downloading, cloning, or deletion; note that archived quotes cannot be restored to active status.

HUBSPOT_ARCHIVE_COMPANIES

Archive companies

Archives multiple HubSpot companies by their IDs.

Events your agent can react to

HUBSPOT_CONTACT_CREATED_TRIGGER

Contact Created Trigger

HUBSPOT_DEAL_STAGE_UPDATED_TRIGGER

Deal Stage UpdatedTrigger